Maintenance

• Add Month/Year option and conditional result requirement in Procedural History Tab
• Implement specific error codes in Screening validation for AWV encounter
• Patient phone number is deleted after editing demographics in ChartEasy(PCC Facility)
• Deactivate Q5 Modifier to Prevent Medicare of Michigan Denials

• [TM Admin] Error when trying to update Facility Info

• Adjust Pain Level Flagged Vital Threshold from >5 to >8
• Same-day visits (out-of-range vitals + other types) aren’t merged, and flagged vitals are scheduled in the future instead of assigned to available providers.
• Acute visits (Out of Range) incorrectly scheduled – patient safety risk”
• Add proxy agreement checkbox under Demographics tab
• Update the Screening section to include required fields and result documentation
• Add “Patient is unable to provide responses” option in General He...

• SCH-143 A/S fails to Merge Out of Range Vital Acute visit with H&P for New admits
• PCE-541 Encounters for Audit page issues.
• PCE-145 Active medications are missing under AP Medication when adding a treatment plan, even though they appear in the Medications List.

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• Users are unable to mark documents as "Reviewed," and receive a "No changes have been detected. Documents will not be updated." error message.
• [SERVER] Record Logs > PCC Assessments API Calls
• Update the auto-scheduler for patients (AL) and (IL) facilities.
• Provider not appearing in Facility despite successful “Add Job” action (eRx)
• [Prod]"No Data" displayed when sorting AWV patient list by Last Completed Date

• Update AWV Eligibility Scheduled Job Logic to Check Payer Name When PayerType Is Missing
• UI Enhancements – Screenings Tab (AWV Encounter)
• UI Enhancements – Procedural History Tab (AWV Encounter)
• Unable to view/download CCM note for patient Joyce Williamson (CPL ID: CPL095592)
• Allowing multiple providers schedule the same patient on the same day.
• Implement One-Time Password Reset for All Patient Portal Accounts (Short-Term)
• UI Update – General Health Tab (AWV Encounter)
• Update ...

• AWV Encounters Failing to Push to Facility EHR (PCC/MatrixCare)
• [AWV Screenings] Fall Risk Assessment logic error

• AWV | Missing validation when scheduling or creating AWV encounter for patients not tagged as AWV eligible
• Create Feature Flag for Automated Patient Portal PDF Delivery
• Implement GraphQL Query for Retrieving All Signed Encounters in Patient Portal
• Remove Bulk Selection Feature from Patient Management View
• [ChatEasy] Optimize the UpdateFacility Job Process
• Signed Encounters Not Properly Credited / Reported in the wRVU Metrics

• TM-2219 BUG: Auto-Schedule Misses Due to Incorrect Timezone Conversion (UTC to America/Detroit).
• TM-2722 Update Similarity Checker Threshold and Alert Message for A/P and HPI to 80%

• Add "Patient is able to provide responses" Field in Depression Screening and Cognitive Assessment Sections under Screening tab of AWV Encounter
• Exclude ACO Patients from Manual Audit, Review Impact on Audit Dashboard Features and Implement Necessary Changes
• Align CVX Code Logic for Immunization Auto-Population in AWV Encounters
• Update AWV Eligible Schedule Job in ChartEasy

• Add Debug Logs for MatrixCare Discharge Issue
• Update Existing PCC Assessment Polling Job to Fetch Only Complete Assessments
• eRx Certification Test Case 6 Fails – Missing OTP Validation for Controlled Substance “Validate” Requests
• [SERVER] Refetch Configuration > PCC ADT Webhooks
• [SERVER] E-Prescribe > Refrain direct voiding of prescription when validating Patient Details
• Unable to select laboratory test checkbox on A/P tab by clicking on the text label
• Re-enabled Providers in P...

• Temporarily Remove Identity Proofing Workflow Logic That Revokes eRx Access Causing Provider Disabling
• Create Feature Flag for OOR Workflow
• Implement Script to Preemptively Re-enable Permissions and Prevent Service Level Mismatch
• Implement Audit Logging for All Threshold Configuration Changes
• Modify Patient Schedule Tab to Allow Creation and Schedule Dismissal
• Implement Guardrails using Interactive Sliders for Threshold Adjustment
• Refactor Flagged Vital Thresholds from Hard-Code...

• [Admin Server] Add Timestamps to All Collections
• [Admin Server] Remove Baked-In Indices
• Audit and Logging of Password Resets

• Missing Units for Vitals Causing Validation/Display Issue
• Create Feature Flag for OOR Workflow
• Restrict Adding of E&M Codes 99304–99310 on AWV Visits
• Display Total Encounter Count in the Encounter for Audit Tab
• Remove RPM Enrollment Blocker for Patients with Pacemakers
• [ChartEasy] Implement Configuration and Administration for Recurring Password Policy
• E-Prescribing: Align patient phone number formatting with Sync logic
• Implement Audit Logging for All Threshold Configuration C...

• Run ADT Initial Load API for all Trilogy facilities
• [PCC] Add detailed logging for PCC API calls to identify most frequently used endpoints
• Summary: Filter button intermittently disappears in Patient Scheduler (visible only from page 3 onward)
• Create New Pull Incomplete Assessments Job
• Unable to Scroll to End of Signed Encounter Notes on iPad
• RPM CPT Code 99454 Vitals Data Discrepancy
• Existing encounters submitted for QA audit do not display the "Submitted for Audit" date and ti...

TM-2217 — Compliance Bug: System Allows Consecutive Regulatory Visits by APPs
TM-1666 — [Patient Portal] Implement Password Expiry Mechanism
TM-1667 — [Patient Portal] Notify Patients of Upcoming Password Expiry

TM-3575 — Permanent Solution – Optimize PCC Progress Notes Handling and API Call Volume
TM-3855 — [Patient Portal] Add Login/Logout or User Identification Logs
TM-4630 — Make Wound Care Tab & Details of Procedure Fully Optional

• [TM Admin] Implement Schema Changes for SNF in Database
• [TM Admin] Rebuild SNF Field Mappings and Core Workflow Placeholders
• Refactor Screenings Tab in AWV Encounter to Implement Proper State Management for Section Values
• Automatically Remove Non-Eligible Patients from AWV Patient tab and AWV Tagging When Eligibility Changes
• Adjust CCM Care Plan Permissions — View Access for All, Conditional Download Access
• Implement a "No Medications" or "Placeholder" Option in the Encounter Medi...

TM-2444 - MatrixCare/Charteasy Integration: Discharged Patients Remain Admitted for Trilogy Org and its Facilities (Feb 2025 onwards)

TM-4379 - Fix A08 Events from Creating Duplicate Admissions Across Facilities

TM-4945 – Ignore A08 Messages with both Admission + Discharge

TM-4729 – Freeze Action Column in Old UI Table for Tablet/iPad View

TM-4541 – OORV Encounter 'Flag Range' Misalignment with Global/Patient Config

TM-4540 – UI/UX Enhancement: Rename "All Tab" to "Schedules"

TM-4537 – Active Schedules Display Deceased and Discharged Patients

TM-4531 – OOR Records Reappear After Scheduling/Vital Update

TM-4530 – Release Scope and Access (OOR)

TM-4524 – Visibility and Identification of Out-of-R...

• [Prod] Enabled facilities for OOR feature are not visible on feature Access page
• PROD Issue | iPad specific: UI issues on 'Default Range Vitals' screen
• [Patient Portal] Login Issue – Root Cause Investigation & Fix
• AWV Script Fix – Pull ICD-10 from Prevention Plan Section
• [Patient Portal] Login Issue – Root Cause Investigation & Fix

• [Prod] Enabled facilities for OOR feature are not visible on feature Access page
• PROD Issue | iPad specific: UI issues on 'Default Range Vitals' screen
• [Patient Portal] Login Issue – Root Cause Investigation & Fix
• AWV Script Fix – Pull ICD-10 from Prevention Plan Section
• [Patient Portal] Login Issue – Root Cause Investigation & Fix

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